Provide Automatic Updates to Constituent Codes (IE Prospect to Donor) Upon Receipt of 1st Gift

It would be convenient to have the Constituent Codes of records with either no CC, or Prospects, be automatically updated  with Donor codes and have the start date be the date of the 1st gift. This would help with maintaining accuracy of records of organizations with multiple users, including temporary users, as well as provide an added level of convenience.

  • Guest
  • Oct 26 2016
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